GCL-Poly intends to expand into the solar cell industry

China Polytechnics and Silicon Wafer Faucet Factory GCL-Poly (GCL) was reported to have frequent interaction with Taiwan's Motech and intends to buy 20% of Motech’s shares in TSMC’s hands. The solar photovoltaic industry pointed out that GCL-Poly and Motech had discussed related issues in full swing, and the level of the talks has been elevated from Modi's top level to TSMC chairman Zhang Zhongmou, but in the end, the stock condition granted by Zhang Zhongmou was not acceptable to GCL-Poly. Afterwards, there was a high chance of breaking the news recently.

Some people pointed out that the motivation for GCL-Poly's interest in participating in Moody's was mainly to consider that the mainland authorities are actively starting the domestic demand market in response to the international trade war. In the near future, there will be about 7 billion to 8 billion watts of demand in the mainland in 1 year. In terms of quantity, GCL-Poly itself has a relatively high level of dedication at the system level. After acquiring Motech, its Kunshan plant's batteries are expected to become the main response to the needs of the mainland market system, and in addition to the fact that relatively high-quality battery technology can be imported into Taiwan. Mainland market.

In addition, some solar photovoltaic companies believe that considering that the mainland regime has just moved, cutting into the Taiwanese companies means that they have an influence, and effectively narrowing the distance between the cross-Strait industrial chains. Although they do not necessarily create economic value, they set a model for model students. It is expected to further win the full support of the new Chinese government.